Key points for your clients

• The Community Foundation offers a flexible, quick and easy alternative to setting up a charitable trust
• A named Fund can be set up in a one hour meeting
• A personal donor service with dedicated fund manager
• We award grants in the donors' name
• We arrange publicity if desired
• We target money to charitable groups by issue or geographic area
• A Fund at the Community Foundation is ideal for people who want to support local causes
• We provide a service managing existing charitable grant making trusts by recreating them as Fund within the Community Foundation
• We can help your businesses achieve their Corporate Social Responsibilities by establishing a corporate giving Fund
• We deal with all aspects of administration and investment management

Giving through the Community Foundation is enjoyable and rewarding. Your clients can see how their gift makes a difference. For more information email h.mcgouran@teesvalleyfoundation.org or call 01642 260860.

It's good for your business, your clients and the community

Research shows that wealthy people want to learn more about charitable giving from professional advisors. We can help you approach the subject of philanthropy and become better informed about the role philanthropy can play in estate planning. It can add an important element in the service you offer to your clients.

It's timely

Each change in your client's financial or family circumstances is an opportunity to talk about philanthropy. By creating a charitable Fund, you can help your clients avoid certain taxes.

Key opportunities for presenting charitable options :-

• Utilising disposable income
• Financial planning or investment strategy review
• Realisation or maturity of an investment
• Disposing of property or shares
• Disposing of a business
• Inheritance tax, estate and will planning
• Planning for and at time of retirement